Avoid Fraud, Get The Facts, And Find The Best
Legal Name: TIEDEMANN ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ETF SER SOLUTIONS (26922A701)
|
7,219,492 |
$224,751k |
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
5,175,226 |
$130,155k |
|
ENTERPRISE PRODS (293792107)
|
2,228,954 |
$64,351k |
|
Exxon Mobil Corp (30231G102)
|
349,232 |
$26,766k |
|
ENERGY TRANSFER LP (29273V100)
|
1,749,596 |
$24,635k |
|
ALPHABET INC (02079K305)
|
14,019 |
$15,180k |
|
Alphabet Inc (02079K107)
|
13,704 |
$14,819k |
|
EXELON CORP (30161N101)
|
269,595 |
$12,924k |
|
ENBRIDGE INC (29250N105)
|
341,822 |
$12,334k |
|
Apple Inc (037833100)
|
62,304 |
$12,330k |
|
FORTIS INC (349553107)
|
221,820 |
$8,755k |
|
Amazon.com Inc (023135106)
|
3,459 |
$6,553k |
|
EQUITRANS MIDSTREAM CORPORAT (294600101)
|
322,370 |
$6,354k |
|
DuPont de Nemours Inc (26614N102)
|
81,509 |
$6,118k |
|
FIRST TR MLP & ENERGY INCOME (33739B104)
|
434,576 |
$5,168k |
|
CISCO SYSTEMS INC (17275R102)
|
91,842 |
$5,028k |
|
ALLIANT ENERGY CORP (018802108)
|
92,877 |
$4,558k |
|
AMERICAN WTR WKS CO (030420103)
|
37,828 |
$4,388k |
|
ALLIANCE RES PRTN (01877R108)
|
255,982 |
$4,347k |
|
EVERSOURCE ENERGY (30040W108)
|
57,360 |
$4,345k |
|
BP MIDSTREAM PARTNERS LP (0556EL109)
|
267,077 |
$4,134k |
|
Dow Inc (260557103)
|
81,136 |
$4,001k |
|
AEP (025537101)
|
42,953 |
$3,781k |
|
Facebook Inc (30303M102)
|
16,343 |
$3,152k |
|
DISNEY WALT CO (254687106)
|
21,519 |
$3,006k |
|
FEDERAL RLTY INVT TR (313747206)
|
21,435 |
$2,782k |
|
CORTEVA INC (22052L104)
|
80,722 |
$2,384k |
|
CMS ENERGY CORP (125896100)
|
40,342 |
$2,336k |
|
AMGEN INC (031162100)
|
11,194 |
$2,063k |
|
Berkshire Hathaway, Inc. (084670702)
|
8,755 |
$1,869k |
|
Chevron Corp (166764100)
|
14,376 |
$1,792k |
|
CHARTER COMMUNICATIO (16119P108)
|
4,287 |
$1,694k |
|
GABELLI EQUITY TRUST (362397101)
|
247,847 |
$1,532k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
7,294 |
$1,500k |
|
Boeing Co/The (097023105)
|
4,013 |
$1,460k |
|
AQUA AMERICA INC (03836W103)
|
33,251 |
$1,375k |
|
COSTCO WHSL CORP (22160K105)
|
4,942 |
$1,307k |
|
BERKSHIRE HATHAWAY (084670108)
|
4 |
$1,273k |
|
American Express Co. (025816109)
|
9,585 |
$1,182k |
|
ADP (053015103)
|
6,803 |
$1,131k |
|
ABBOTT LABS (002824100)
|
13,150 |
$1,105k |
|
Atmos Energy Corp (049560105)
|
10,384 |
$1,096k |
|
ADOBE INC (00724F101)
|
3,596 |
$1,058k |
|
ConocoPhillips (20825C104)
|
16,916 |
$1,034k |
|
EQT MIDSTREAM PARTNERS LP (26885B100)
|
22,972 |
$1,027k |
|
3M CO (88579Y101)
|
5,754 |
$1,000k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
5,663 |
$961k |
|
AMERIGAS PTRN L P (030975106)
|
26,725 |
$931k |
|
AT&T INC (00206R102)
|
26,797 |
$897k |
|
EATON VANCE TXMGD GL BUYWR O (27829C105)
|
89,700 |
$878k |
|
GCP APPLIED TECHNOLOGIES INC (36164Y101)
|
38,687 |
$876k |
|
ABBVIE INC (00287Y109)
|
11,829 |
$861k |
|
CITIGROUP INC (172967424)
|
12,195 |
$855k |
|
ALTRIA GROUP INC (02209S103)
|
16,940 |
$817k |
|
EQUINIX INC (29444U700)
|
1,612 |
$813k |
|
COMCAST CORP (20030N101)
|
18,862 |
$796k |
|
CONSOLDTD EDISON INC (209115104)
|
9,010 |
$791k |
|
COCA-COLA CO (191216100)
|
14,834 |
$762k |
|
FIBROGEN INC (31572Q808)
|
15,025 |
$679k |
|
ATLANTIC CAPITAL BANCSHARES (048269203)
|
34,861 |
$597k |
|
Bank of America Corp. (060505104)
|
19,059 |
$553k |
|
CORNING INCORPORATED (219350105)
|
16,200 |
$538k |
|
CORENERGY INFRASTRUCTURE TRU (21870U502)
|
12,940 |
$513k |
|
COGENT COMMUNICATIONS (19239V302)
|
8,298 |
$493k |
|
ECOLAB INC (278865100)
|
2,454 |
$486k |
|
BP PLC (055622104)
|
10,622 |
$444k |
|
ATLANTIC UN BANKSHAR (04911A107)
|
12,385 |
$438k |
|
DUKE ENERGY CORP (26441C204)
|
4,657 |
$411k |
|
DANAHER CORP (235851102)
|
2,774 |
$396k |
|
AFLAC INC (001055102)
|
7,204 |
$393k |
|
Bristol-Myers Squibb Co (110122108)
|
8,555 |
$388k |
|
EOG Resources Inc (26875P101)
|
4,058 |
$379k |
|
2U Inc (90214J101)
|
10,000 |
$376k |
|
CSX CORP (126408103)
|
4,691 |
$363k |
|
ALLSTATE CORP (020002101)
|
3,548 |
$362k |
|
BlackRock, Inc. (09247X101)
|
756 |
$353k |
|
APOLLO MEDICAL HLDGS INC (03763A207)
|
19,500 |
$326k |
|
CDN NATL RAILWAY (136375102)
|
3,214 |
$297k |
|
DOUBLELINE INCOME (258622109)
|
13,910 |
$278k |
|
BECTON DICKINSON (075887109)
|
1,066 |
$268k |
|
BROADCOM INC (11135F101)
|
869 |
$252k |
|
EDWARDS LIFESCIENCE (28176E108)
|
1,366 |
$252k |
|
COGNEX CORP (192422103)
|
5,200 |
$249k |
|
BLUE APRON HLDGS INC (09523Q200)
|
36,296 |
$245k |
|
CVS HEALTH CORP (126650100)
|
4,385 |
$238k |
|
Booking Holdings, Inc. (09857L108)
|
124 |
$233k |
|
CME GROUP INC (12572Q105)
|
1,170 |
$227k |
|
BAXTER INTL INC (071813109)
|
2,735 |
$225k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,203 |
$222k |
|
ATRICURE INC (04963C209)
|
7,263 |
$217k |
|
American International Group (026874784)
|
3,970 |
$211k |
|
Brixmor Property Group, Inc. (11120U105)
|
11,601 |
$207k |
|
AZURRX BIOPHARMA INC COM (05502L105)
|
60,000 |
$102k |
|
GENERAL ELECTRIC CO (369604103)
|
3,000 |
$9k |
Call |
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.